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Validate Datasets for Sales Planning

Confirm that your transformed and enriched data meets your requirements for effective sales planning.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
User Permissions Needed
To validate datasets for Sales Planning:

Sales Planning Admin permission set

AND

One of these:

  • Data Pipelines Base User permission set
  • CRM Analytics Plus Admin permission set
  • CRM Analytics Growth Admin permission set
  1. From the App Launcher, open Data Manager.
  2. Select Data Assets.
  3. Search for and select your dataset. Then expand its option menu and click Explore.
    Option to explore values in the dataset
  4. To review the data in the dataset, click Table Mode | Values Table.